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StratiFi Technologies Inc logo — AI-powered workflows for wealth management

StratiFi Technologies Inc

AI-powered workflows for wealth management

Founded 2016 United States San Francisco, United States 21 employees Series A Total: $7.00M Finance, Financial Services +2

General Information

Company Name StratiFi Technologies Inc
Founded Year 2016
Location United States San Francisco, United States +1
Founders / Decision Makers
Team member
Employees 21
Industries Finance, Financial Services, Fintech +1
Funding Stage Series A
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About StratiFi Technologies Inc

StratiFi Technologies Inc, founded in 2016, is a fintech startup headquartered in the United States. The company operates within the Finance, Financial Services, Fintech, and SaaS industries.

With its slogan, "AI-powered workflows for wealth management", StratiFi offers an innovative platform designed to streamline investment workflows for wealth managers. Their AI-powered solution effectively integrates risk management, compliance, and investment strategies, enabling advisors to boost revenue, reduce liability, and minimize time spent on administrative duties.

The company's most recent financial milestone includes a $1.30M Pre Seed Round investment received on 30 November 2022 from investor Tony Sun. This infusion of capital is positioned to enhance StratiFi's growth trajectory, showcasing its potential to redefine efficiency in wealth management through technology.

Taxonomy: Wealth Management, AI-powered Platform, Compliance Software, Investment Strategies, Client Profiling, Financial Advisors, FinTech, WealthTech

Services & Products

Ongoing Risk Alignment
Institutional Risk Analysis
AI Data Extraction
Automated Portfolio Supervision
Reg BI Compliance Monitoring
Portfolio Drift Identification
Client Proposal Customization
Investment Policy Digitalization

Target Customers

Financial Advisors Chief Executive Officers Chief Compliance Officers Chief Investment Officers Chief Operations Officers Chief Technology Officers Registered Investment Advisors (RIAs) Independent Broker-Dealers Banks and Credit Unions Insurance Marketing Organizations (IMOs)

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 1
Investor
01 Jun 2019
Series A •••••• 6
Investor Investor Investor Investor
•••• •••• 		01 May 2018
Seed •••••• - 01 Dec 2017
Seed •••••• 2
Investor Investor
01 Jan 2015

StratiFi Technologies Inc Alternatives & Competitors

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StratiFi Technologies Inc vs
Peritus Investment Consultancy
Peritus Investment Consultancy Switzerland

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FAQ About StratiFi Technologies Inc

AI-powered workflows for wealth management
StratiFi Technologies Inc was founded in 2016.
StratiFi Technologies Inc is headquartered in San Francisco, United States.
StratiFi Technologies Inc operates in the following industries: Finance, Financial Services, Fintech, SaaS.
StratiFi Technologies Inc has approximately 21 employees.
StratiFi Technologies Inc has completed 4 funding rounds, raising a total of $7.00M. The latest funding stage is Series A.
StratiFi Technologies Inc offers: Ongoing Risk Alignment, Institutional Risk Analysis, AI Data Extraction, Automated Portfolio Supervision, Reg BI Compliance Monitoring, Portfolio Drift Identification, Client Proposal Customization, Investment Policy Digitalization.
Top alternatives and competitors to StratiFi Technologies Inc include Peritus Investment Consultancy, GW&K Investment Management, Capital Investment Companies, Triple Eight Capital (T8), Ministry of Investment and Downstream Industry / Indonesia Investment Coordinating Board (BKPM). These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
StratiFi Technologies Inc and Peritus Investment Consultancy are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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